WFC icon

Wells Fargo

1,982 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 742 increasing their positions, 836 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-147
Holders Change %
-6.9%
% of All Funds
33.51%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
97
Increased
742
Reduced
836
Closed
215
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
NEI
1001
Northwest & Ethical Investments
Ontario, Canada
$926K
F
1002
F3Logic
Minnesota
$925K +$925K +23,622 New
NL
1003
NVWM LLC
Pennsylvania
$924K +$15.2K +389 +2%
LSAG
1004
Lake Street Advisors Group
New Hampshire
$917K -$37.3K -952 -4%
CC
1005
Courier Capital
New York
$908K -$39.1K -999 -4%
LWCFA
1006
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$907K +$940 +24 +0.1%
RCAG
1007
Rehmann Capital Advisory Group
Michigan
$906K -$26.2K -668 -3%
EH
1008
Equitable Holdings
New York
$906K +$78 +2 +0%
CS
1009
Comerica Securities
Michigan
$903K +$294K +7,501 +48%
FPCP
1010
Fort Point Capital Partners
California
$901K +$1.61K +41 +0.2%
CPO
1011
Cerity Partners OCIO
New York
$900K -$171K -4,362 -16%
BHB
1012
Bank Hapoalim BM
Israel
$897K -$268K -6,833 -23%
EM
1013
Excalibur Management
Massachusetts
$894K -$123K -3,128 -12%
BAAM
1014
Baker Avenue Asset Management
California
$894K -$33K -843 -4%
DS
1015
DRW Securities
Illinois
$894K +$599K +15,290 +203%
PP
1016
Paloma Partners
Connecticut
$892K +$197K +5,033 +28%
WA
1017
WP Advisors
California
$891K +$20.5K +524 +2%
SWA
1018
Stratos Wealth Advisors
Ohio
$887K -$23.5K -600 -3%
AW
1019
Alaethes Wealth
Nevada
$883K +$7.44K +190 +0.8%
RPC
1020
Rossmore Private Capital
Connecticut
$880K
ECM
1021
Evergreen Capital Management
Washington
$879K -$126K -3,214 -13%
RPCONE
1022
Retirement Planning Company of New England
Rhode Island
$879K +$8.62K +220 +1%
WHG
1023
Westwood Holdings Group
Texas
$878K +$42.1K +1,075 +5%
CA
1024
Cumberland Advisors
Florida
$877K -$95.5K -2,438 -10%
FWCM
1025
Ferguson Wellman Capital Management
Oregon
$874K -$34.1K -871 -4%